Filed October 22, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,411 | $76,173-86.3% | $81,382-87.2% | $199,593-94.8% |
| Participation rate | 63.4% | 76.3%-12.8pp | 69.5%-6.1pp | 72.0%-8.6pp |
| Annual return | 15.85% | 15.59%+0.3pp | 24.73%-8.9pp | 34.25%-18.4pp |
| Employer contribution / active EE | $891 | $2,792-68.1% | $2,463-63.8% | $3,034-70.6% |
| Participant deferral / active EE | $739 | $4,201-82.4% | $3,883-81.0% | $5,087-85.5% |
| Admin fee / account holder | $0 | $146-100.0% | $5,768-100.0% | $269-100.0% |